Diversify Wealth Management, LLC AMERICAN CENTY ETF TR Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 2025
Number of Shares
6,559
Previous 6,631 1.09%
Holding current value
$380 Million
Previous $382 Million 0.74%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
N/A
-72 Reduced 1.09%
6,559 $380 Million
Q4 2024

Jan 16, 2025
BUY
N/A
456 Added 7.38%
6,631 $382 Million
Q3 2024

Oct 25, 2024
BUY
N/A
6,175 New
6,175 $365 Million
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